REDWOOD CITY 1991 BPO ELKS (EIN 941353727) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

LYLE PERSONETTE

Tax Period

2023-04-01 to 2024-03-31

REDWOOD CITY 1991 BPO ELKS, founded in 1965, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $330K, a strong 17% operating margin.

Mission

THE MISSION OF THE ELKS FRATERNITY IS TO HELP ELKS BUILD STRONGER COMMUNITIES BY INVESTING IN COMMUNITIES WHERE ELKS LIVE AND WORK. THE ELKS PROVIDE TOMORROWS LEADERS AND A HEALTHY BEGINNING FOR OUR YOUTH; HONOR THE ELKS PLEDGE TO NEVER FORGET OUR VETERANS; HELP THE STATE ELKS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $992,343

Program Service Revenue $649,350

Investment Income $1,080

Other Revenue $340,123

TOTAL REVENUE $1,982,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $427,854

Fundraising Expenses $0

Program Expenses $1,094,610

Other Expenses $1,225,280

TOTAL EXPENSES $1,653,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,982,896	$1,556,752	+0.3%
Expenses	$1,653,134	$1,700,671	0.0%
Net Income	$329,762	$-143,919	-3.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$91,042

Total Directors

$91,042

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SWENSON	GENERAL MANAGER	6.00	Officer Director	$71,542	$0	$71,542
LYLE PERSONETTE	SECRETARY	32.00	Officer Director	$19,500	$0	$19,500
PETER BARAN	TRUSTEE 3RD YEAR	6.00	Officer Director	$0	$0	$0
MATTHEW L HASEL	ORGANIST	5.00	Officer Director	$0	$0	$0
ALAN HANSEN	TRUSTEE 5TH YEAR	6.00	Officer Director	$0	$0	$0
STEVE FAGGIOLLY	TRUSTEE 2ND YEAR	6.00	Officer Director	$0	$0	$0
WALTER COOK	ELK OF THE YEAR	6.00	Officer Director	$0	$0	$0
ANNE DEBATTISTA	EXALTED RULER	6.00	Officer Director	$0	$0	$0
MARSHALL C HIRD	TRUSTEE 1ST YEAR	6.00	Officer Director	$0	$0	$0
CAROL R IRVIN	TRUSTEE 4TH YEAR	6.00	Officer Director	$0	$0	$0
PAUL BOURQUE	ESQUIRE	2.00	Officer Director	$0	$0	$0
ANTHONY PRICE	CHAPLAIN	4.00	Officer Director	$0	$0	$0
CHRISTIAN F FEX	LOYAL KNIGHT	2.00	Officer Director	$0	$0	$0
KEVIN J SUGAR	LECTURING KNIGHT	6.00	Officer Director	$0	$0	$0
JEFFREY SHERMAN	LEADING KNIGHT	2.00	Officer Director	$0	$0	$0
JAMES WASSERMANN	TREASURER	8.00	Officer Director	$0	$0	$0
TOM GIANNINI	INNER GUARD	4.00	Officer Director	$0	$0	$0
ADRIENNE BRESLER	TILER	4.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$1,982,896	$1,653,134	$3,069,705	$329,762
2023	$1,556,752	$1,700,671	$2,661,766	$-143,919
2022	$1,468,468	$1,431,090	$2,824,801	$37,378
2021	$1,205,258	$1,162,383	$2,667,206	$42,875
2020	$1,487,024	$1,622,290	$2,574,761	$-135,266
2019	$1,377,658	$1,503,513	$2,724,908	$-125,855

REDWOOD CITY 1991 BPO ELKS